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Laidlaw Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Laidlaw Wealth Management’s Portfolio XLI Stock Details XLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,337
Closed -$1.36M – 175
2024
Q4 		$1.36M Buy
10,337
+246
+2% +$33.9K 0.59% 45
2024
Q3 		$1.37M Sell
10,091
-492
-5% -$62.5K 0.68% 45
2024
Q2 		$1.29M Buy
10,583
+376
+4% +$46.3K 0.71% 42
2024
Q1 		$1.29M Sell
10,207
-1,331
-12% -$157K 0.72% 42
2023
Q4 		$1.32M Sell
11,538
-1,346
-10% -$141K 0.48% 62
2023
Q3 		$1.31M Sell
12,884
-9,536
-43% -$1.02M 0.43% 70
2023
Q2 		$2.41M Sell
22,420
-215
-0.9% -$21.6K 0.47% 52
2023
Q1 		$2.29M Sell
22,635
-407
-2% -$40.9K 0.47% 58
2022
Q4 		$2.26M Buy
23,042
+579
+3% +$55.1K 0.49% 55
2022
Q3 		$1.86M Sell
22,463
-17,516
-44% -$1.61M 0.43% 65
2022
Q2 		$3.49M Sell
39,979
-2,496
-6% -$235K 0.71% 31
2022
Q1 		$4.37M Buy
42,475
+1,106
+3% +$112K 0.73% 29
2021
Q4 		$4.38M Buy
41,369
+492
+1% +$51.1K 0.7% 30
2021
Q3 		$4M Sell
40,877
-658
-2% -$67.6K 1.03% 23
2021
Q2 		$4.25M Buy
41,535
+9,764
+31% +$1M 1.1% 21
2021
Q1 		$3.13M Buy
31,771
+3,548
+13% +$325K 1.07% 23
2020
Q4 		$2.5M Buy
28,223
+18,543
+192% +$1.56M 0.53% 53
2020
Q3 		$745K Buy
9,680
+3,025
+45% +$226K 0.33% 86
2020
Q2 		$457K Buy
6,655
+954
+17% +$61.9K 0.24% 105
2020
Q1 		$336K Sell
5,701
-1,625
-22% -$122K 0.22% 106
2019
Q4 		$597K Buy
+7,326
New +$585K 0.38% 83

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Laidlaw Wealth Management's XLI Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2025, closing a stake of 10,337 shares — an estimated $1.36M sold.

Laidlaw Wealth Management first reported a position in XLI in Q4 2019 and held it in 21 quarters. The position peaked at $4.38M in Q4 2021. 1,350 funds tracked by Wall St. Rank hold XLI as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 10,337 State Street Industrial Select Sector SPDR ETF shares in Q1 2025, an estimated $1.36M.
  • Laidlaw Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and held it in 21 quarters.
  • Laidlaw Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $4.38M in Q4 2021.
  • 1,350 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.